See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,548 | $56,199-36.7% | $67,652-47.5% | $59,632-40.4% |
| Participation rate | 65.6% | 71.5%-5.9pp | 75.7%-10.1pp | 68.7%-3.1pp |
| Annual return | -0.32% | 18505.31%-18505.6pp | 6625.04%-6625.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $772 | $1,614-52.2% | $2,266-65.9% | $2,203-64.9% |
| Participant deferral / active EE | $1,844 | $2,844-35.1% | $3,560-48.2% | $3,192-42.2% |
| Admin fee / account holder | $2,183 | $3,958-44.8% | $4,821-54.7% | $4,297-49.2% |